Forms for Transitioning Accounts

Applications and forms for account transitions

This is the complete library of forms that would be needed to transition accounts to a new owner.

Forms for retirement accounts

• Affidavit of Surviving Children—No Probated Estate form (PDF)
• IRA Application (PDF)
• IRA Beneficiary Claim Request (PDF)
• IRA Designation of Beneficiary form (PDF)
• IRA/ESA Beneficiary—Surviving Child Certification (PDF)
• Power of Attorney (PDF)

Forms for nonretirement accounts

• Account application for Individuals, Joint Accounts, UGMA/UTMA, and Guardianship Accounts (PDF)
• Account application for Trusts, Partnerships, Corporations, Estates, or Other Entities (PDF)
• Change of Registration for Nonretirement Assets Due to Death (PDF)
• Designation of Transfer on Death (TOD) Beneficiary form (PDF)
• IRS Form W-9 (PDF)
• Nonretirement Account Redemption form (PDF)
• Power of Attorney (PDF)
• Inheritance tax waiver